Add Subcontractor Contact

How to add a subcontractor account

To add a new subcontractor contact, simply follow the steps below:

1. Click on ‘Properties’ on the menu on the left part of the screen.
2. Click on ‘Subcontractors’.
3. Click on the tab ‘Subcontractor Contacts’.
4. Click on the + icon on the top-right part of the screen.
5. Fill in the fields (the mandatory ones are marked with *) of the screen.
6. Click on ‘Save’.

Fields

The following fields can be edited on this screen:

1. First Name

The first name of the subcontractor contact.

2. Last Name

The last name of the c contact.

3. Subcontractor

The subcontractor affiliated with the subcontractor contact.

4. Job Title

The job title of the subcontractor contact.

5. Email

The email address of the subcontractor contact.

6. Phone Number

The phone number of the subcontractor contact.

7. Mobile

The mobile phone number of the subcontractor contact.

8. Login

Shows whether this subcontractor contact has access to the web environment.

9. Service Type

The service type to which the subcontractor contact will be linked.

10. Active

Shows whether this subcontractor contact is active or not.

Also, click on 'Select photo' to add a photo for the subcontractor contact, or click on 'Delete' to remove an already uploaded photo.